For Clients: Adding and Replacing Insurance Policies
You can add your insurance information in the portal during intake or at any time from your Billing tab. If your insurance changes, you can add a new policy to replace the old one.
In this article:
- Adding a Primary Insurance Policy
- Adding a Secondary Insurance Policy
- Replacing an Insurance Policy
- Frequently Asked Questions
- Related Resources
Adding a Primary Insurance Policy
You can add your primary insurance policy at any time.
-
Go to your Billing tab.
-
Select New Primary Policy.
- Enter your insurance details in the form:
- Insurance's relationship to policy owner: whether the policy belongs to you or someone else
- Payer: the insurance company
- Member ID: usually found on the front of your insurance card
- Plan ID: sometimes listed on your card
- Group ID: sometimes listed on your card
- Effective Date: the day your insurance coverage starts
- End Date: the day your insurance coverage ends, if applicable
- Employer/School: if your insurance is provided through one
-
Attachments: upload photos or a PDF of your insurance card
- Select Save.
Your new Primary policy will appear in your list of insurance policies.
Adding a Secondary Insurance Policy
If you have secondary coverage, you can add it the same way:
-
Go to your Billing tab.
-
Select New Secondary Policy.
-
Enter your policy details and upload your insurance card if needed.
- Select Save.
Your policy will be labeled as Secondary once added.
Replacing an Insurance Policy
If your insurance changes, you can add a new policy to replace the old one.
- To replace a Primary policy, select New Primary Policy and enter your new information.
- To replace a Secondary policy, select New Secondary Policy and enter your new information.
Once saved, your new policy will take the place of the previous one.
ℹ️ You cannot edit or remove an existing policy. Adding a new policy is the way to update your insurance information.
Frequently Asked Questions
What if I don’t see the option to add insurance?
Your provider may not allow insurance collection through the client portal. If you do not see the option to add a policy, contact your provider and they can help you update your insurance information.
What if I need to edit my insurance information?
You cannot edit an existing policy. If something is wrong or needs to be updated, contact your provider so they can make the changes for you.
Can I delete an old insurance policy?
No. You cannot remove a policy from your account. If your insurance has changed, you can add a new policy to replace the old one.
Related Resources
For more information about the Client Portal, see our Help Center articles: